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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,597 | $45,050+41.2% | $63,018+0.9% | $70,126-9.3% |
| Participation rate | 61.9% | 69.5%-7.6pp | 74.8%-12.9pp | 69.5%-7.6pp |
| Annual return | 17.09% | 18.76%-1.7pp | 87.62%-70.5pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,878 | $2,052-8.5% | $2,761-32.0% | $2,343-19.8% |
| Participant deferral / active EE | $2,646 | $2,466+7.3% | $3,330-20.5% | $3,332-20.6% |
| Admin fee / account holder | $2,542 | $2,834-10.3% | $3,601-29.4% | $4,645-45.3% |